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Fidelity vlu factor etf shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 4.1k 54.97
2023-12-31 $215k 4.1k 53.00

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Top funds holding Fidelity vlu factor etf

Goodwin Investment Advisory
Jpmorgan Chase & Co
Commonwealth Equity Services
Advisor Group Holdings
Personal Resources Investment & Strategic Management
Custos Family Office
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Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning
Condor Capital Management
Forbes Financial Planning
Cambridge Investment Research Advisors

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